Best CRM Software India — Top 10 for 2024

In today’s world of hybrid work, growing businesses cannot rely on sticky notes, notepads, memories, and spreadsheets to record customer information due to a high probability of mismanagement, error, and confusion. Therefore, you will need to find the best CRM software India offers for your expanding business. Tracking client activity and feedback will be easier with proper information management. 

By reviewing the top 10 CRM platforms, we hope to help you better understand the current market state and assist you in choosing the best CRM system in India for your company.

10 Best CRM Software in India for 2024

CRM solutions are widely available today, offering hundreds of options. They come with various features and pricing options, making it challenging to select the best one for your organization.

Below you will find a list of the 10 best CRM software India offers for your consideration:

1. Salesforce — Overall best CRM software India
2. Monday.com — Best CRM software solution in India for small businesses
3. Zendesk — Perfect platform for omnichannel customer service
4. ClickUp — Excellent CRM software for versatility 
5. Pipedrive — Best real estate CRM software in India
6. Maximizer — Great easy-to-use CRM software
7. Act! — Ideal platform for long-time Act! users
8. Freshsales — Top CRM solution for sales teams
9. Zoho — Best free CRM software in India for team collaboration
10. Salesmate — Superb CRM software for customization

Top CRM Software in India 2024

Our CRM tools list below highlights 10 of the best solutions in India to help you understand the offers on the market and make an informed choice.

You will find their pricing information, key features, pros and cons, and more below. 

1. Salesforce — Overall Best CRM Software in India

Unsurprisingly, thousands of businesses put their trust in Salesforce, one of the best CRM software India has seen.

In addition to marketing automation, insights, workflow integration, and a partner ecosystem with over 3,000 apps, this platform has everything a company needs to boost its CRM.

Since its launch in February 1999, the company has been focused on becoming one of the finest sales force automation technology providers. Its portfolio includes a robust CRM software package, Marketing Cloud, Commerce Cloud, Service Cloud, Sales Cloud, Community Cloud, and Service Cloud.

Thus, you can choose from numerous services to help you with productivity, sales, marketing, and customer service.

Depending on your specific business needs, you can choose one of the Salesforce subscription plans — Essentials, Professional, Enterprise, and Unlimited.

Additionally, the vendor offers a 30-day free trial to familiarize yourself with the software’s functionalities and interface.

This robust, user-friendly platform provides numerous features that help sales teams nurture leads effectively. They include account and contact management, lead management, process and sales automation, reporting, and integrations. 

An excellent feature on the Salesforce app allows filtering solutions according to your industry, role, need, and business type. This factor makes navigating their services much more manageable.

Additionally, the platform is highly customizable to meet every business’s needs, which makes it one of the top-tier CRM software on the market. 

Pros: 

• Tools for each part of your business
• Innovative product design
• Cloud-based CRM
• Mobile-optimized
• 3 different CRM products 

Cons: 

• Pricier for more features
• No customer support for cheaper plans

2. Monday.com — Best CRM Software Solution in India for Small Businesses

Since its launch in 2012, Monday.com has quickly become a favorite work management and CRM solution that promotes teams’ better communication and productivity.

It uses colors to enhance efficiency and speed up task completion compared to most other alternatives. Color coding is what the users appreciate most because it encourages creativity and offers flexibility.

The platform provides powerful collaboration tools to aid teams in communicating better and staying on task. Additionally, Monday.com is a leading CRM solution that allows you to manage your clients’ and team members’ lifecycles. 

Business users can benefit from various features on the platform that can increase productivity and performance, including time tracking, pulses, customizable workflows, collaboration features, reporting and analysis, and timeline views. Furthermore, the platform is easy to use, which is why it is one of the best CRM software in India.

A prominent feature of Monday.com is its integrations with the ability to bring all your data from multiple apps into one site.

Plus, monday.com offers a multitude of templates that any industry can use. Besides being premade, they are highly customizable, and you even have the option to design your own templates from scratch. 

Monday.com offers monthly or yearly pricing plans for three to 200 users. Since the app can be pricey, it best suits companies with large teams.

However, you can use a 30-day money-back guarantee anytime, test its features, and get a refund it if it’s not what you need. 

Pros:

• Numerous ready-made templates
• Multiple project views
• Built-in tracking
• Robust integrations
• Custom automation

Cons: 

• Limited features in the basic plan
• Integration issues

3. Zendesk — Perfect Platform for Omnichannel Customer Service

Zendesk is a CRM software that will help you close more deals and increase sales performance by unifying all your customer engagements.

The platform is excellent for small and medium-sized businesses and is one of the best CRM software solutions in India. Zendesk serves about 2,000 clients in the country, making up about 2% of its global client base.

Your sales team can use this CRM software to improve productivity, efficiency, and pipeline visibility. Zendesk provides the right insights and tools to optimize your campaign’s performance to reach a wider audience and generate more revenue while streamlining your client and customer communications.

This CRM app’s most prominent features include sales email intelligence, a native dialer, sales prospecting, a mobile app, and reporting and analytics.

Additionally, Zendesk can seamlessly integrate with a huge range of business systems or applications, like Gmail, Zapier, and Mailchimp. 

The platform may not have jaw-dropping features, but it is highly user-friendly and reasonably priced, especially for small teams with up to three seats.

In contrast, if you need a larger plan, the cost rises to approximately $6,000 annually because you have to upgrade to the Professional plan.

However, the program is free to trial for 14 days if you only provide a few basic business and personal facts.

Pros:

• Open API and third-party integrations
• Native dialer
• Advanced mobile app
• Excellent features for lead management and direct sales activities
• User-friendly interface

Cons: 

• Pricey for large businesses
• No free forever plan option

4. ClickUp — Best CRM Software for Versatility

ClickUp is a world-leading cloud-based CRM, project management, and production tool founded in 2016 in San Francisco.

The platform offers a comprehensive range of features and tools designed to increase team productivity and efficiency, and more than 800,000 organizations have already used it.  

Besides being a CRM software, ClickUp offers various use cases regarding project management, development, marketing, education, design, and customer service.

This highly customizable app allows you to specify how you view your prospects and contacts. And with over 50 dashboard widgets, you can monitor and visualize all your client’s data in one place. 

With ClickUp, you can access the software directly using several integrations that help boost job efficiency, such as Slack, GSuite, Sentinel, Enlarge, and many others.

Other notable features include mind maps, time tracking, sprints, Gantt Charts, and a mobile app. 

Aside from its forever free plan, ClickUp offers four other reasonably priced plans — Unlimited, Business, Business Plus, and Enterprise.

You can opt to pay monthly, but it is better to consider subscribing to the plan annually since you can save up to 45% this way.

Although the free version offers many possibilities, the premium ones provide additional features. Unlimited costs only $5 per month per user but is very flexible and allows you to negotiate your own terms with ClickUp.

Its intuitive and easy-to-use software makes this productivity tool worth the price as it caters to a wide range of business solutions.

To learn loads more about ClickUp, check out our in-depth ClickUp review.

Pros:

• Affordable plans
• Excellent customer feedback
• Suitable for wide range of businesses
• Free forever plan
• Highly customizable

Cons: 

• Slightly steep learning curve
• Few native integrations

5. Pipedrive — Best Real Estate CRM Software in India

Pipedrive is easy-to-use sales-centered CRM software allowing users to manage their sales funnels and view the sales process from start to finish.

Founded in Estonia in 2010, this CRM system now caters to over 175 countries and 95,000 companies worldwide. 

As Pipedrive’s name suggests, the heart of the service is its visual pipeline which tracks how deals transform from an opportunity to success (or failure).

You can use one of the suggested pipelines or create your own. This software lets you quickly move opportunities to each sale funnel stage by simply clicking and dragging on the sales funnel screen.

Other advantageous features of this platform include contact management, administration and reporting, and lead and deal management.

One of its greatest strengths is the mobile apps (Android and iPhone) that allow access to your deals on the go. Another powerful Pipedrive feature includes a web visitors tool.

In particular, B2B companies will find it helpful to see how visitors came to their site, allowing you to track how people found your site and their time spent on it. Its ease of use makes it ideal for first-timers. 

Unlike some other CRM platforms, Pipedrive doesn’t offer a forever free plan but only a 14-day free trial.

Instead, users can subscribe to one of the available price packages — Essential, Advanced, Professional, and Enterprise. 

Pros:

• Unlimited contacts
• Numerous communication integrations
• 24/7 live chat support
• Full set of security tools
• Visual sales pipeline

Cons: 

• No email marketing 
• No free plan 

6. Maximizer — Great Easy-to-Use CRM Software

Maximizer is CRM software that caters to organizations of any size.

The Vancouver-based company has been on the market for over 30 years, with a user base of 120,000 SMEs and over two million individuals. 

In addition to being highly functional and versatile, Maximizer provides specific solutions for marketing, customer service, and sales departments.

Maximizer has an on-premise and cloud-based version. Those constantly on the go can benefit from its mobile app, which works seamlessly on Android and iPhone devices. 

Various handy features make the platform useful for optimizing sales processes and enhancing marketing initiatives. Additionally, its features can improve customer service to increase revenue and productivity.

With this robust CRM software, you can manage pipelines, goals, contacts, customizable dashboards, reports, and reports tailored to specific user roles.

Well-known third-party apps, like Mailchimp, MS Office, Outlook, Zapier, and others, synchronize seamlessly with Maximizer. Furthermore, you can build your own add-on by using Maximizer CRM’s API. 

Despite its dated interface and a slight learning curve, Maximizer provides online training and video demonstrations to make things easy for its users.

You can use the 30-day free demo and trial to see if you need this kind of CRM software and subscribe to one of the three subscription plans if you think it’s a fit.  

Pros:

• Free trial
• Workflow automation
• Reliable customer support 
• Mobile access
• Training available

Cons: 

• High starting price
• No money-back guarantee

7. Act! — Ideal Platform for Long-Term Act! Users

Act! was first released in 1987 when CRM software didn’t exist. Originally known as Automated Contact Tracing, this platform has undergone various changes and updates over the years, releasing the latest one in 2020.

This cloud-based app is a full-featured CRM catering to various business needs.

Act! is CRM software that mostly benefits small and midsize businesses. The system makes it easier for companies to track and manage customer relationships in one place.

With marketing automation, businesses can attract new prospects and convert them into customers more efficiently. Also, companies can stay on top of their deals and close opportunities faster with the sales pipeline management feature.

Other features include task and contact management, mobile access, digital marketing features, lead scoring, and quotes. 

Although there is no free version of this software, users can test its features with a 14-day free trial.

Regarding the paid version, you can choose between the on-premise and cloud one. Both are similar, but you get 6GB of cloud storage, automatic upgrades, and backups if you opt for the latter.

If you have a small or mid-sized business needing an affordable CRM solution with more than standard features, Act! is a perfect choice for you. 

Pros:

• Tiered plans 
• 14-day free trial
• Easy-to-use
• Integrated email marketing features
• Fully customizable sales pipeline

Cons: 

• Outdated UI
• Opaque pricing structure

8. Freshsales — Top CRM Solution for Sales Teams

Freshsales CRM is a Freshworks product specifically designed for sales teams.

This solution provides sales teams with a full-featured sales force automation tool that allows them to track pipelines, manage accounts, attract quality leads, and engage with prospects. 

Moreover, the tool is powered by an artificial intelligence engine, Freddy, and can be used for revenue and sales forecasting.

It is the perfect platform for growing businesses with up to 5,000 contacts that want a scalable sales CRM solution that includes a phone dialer.

With Freshsales, you can easily customize the software’s basic functionality with a rich integration library containing over 100 apps to help you scale your business faster.

Other helpful features include reporting and dashboards, automated workflows, and a mobile app. 

Freshsales has a free forever plan where you can add an unlimited number of users and manage contacts at a basic level.

However, there are more subscription packages — Growth, Pro, and Enterprise.

Enterprise plan customers can unlock features such as custom domains, forecasting insight, special holiday routing, and call recording opt-in or opt-out. 

Pros:

• Extensively customizable
• Marketing and sales features
• Free plan available
• Scalable solution
• Highly customizable workflows

Cons: 

• Limited email integration options
• Expensive upgrades

9. Zoho — Best Free CRM Software in India for Team Collaboration

Zoho CRM is one of the most popular cloud-based CRM software platforms for start-ups and small businesses, with great user-friendly features and affordability.

This powerful CRM platform helps more than 150,000 businesses in 180 countries engage with customers, convert leads, and generate revenue. Zoho CRM is primarily used by consulting, technology, media, and real estate companies.

Zoho CRM offers an extensive list of easy-to-use and deploy features, including sales force, workflow, and marketing automation.

With Zoho CRM, users can automate the sales process and focus on generating leads, nurturing them, and closing deals. Since CRM systems are crucial for managing contacts, Zoho CRM offers different options for adding, managing and tracking contacts. 

On top of that, Zoho introduced a new AI-powered sales assistant, Zia, that can make sales predictions. This software also emphasizes the importance of analytics and reports.

Thus, detailed reports in Zoho CRM provide users with critical insights into their businesses. 

Since each business has many departments, Zoho introduced a suite of different programs that work seamlessly together — Zoho Campaigns and Zoho Mail.

Moreover, it allows you to integrate third-party software, like MailChimp, Quickbooks, and Office 365, to boost your productivity and collaboration. And if you are on the go, you can manage all of that through a well-designed mobile app.

With its feature-packed free version, many beginners will find Zoho CRM a good starting point.

Although it includes must-have features such as sales and marketing automation, and customer support, it comes with limitations.

To get a more customized experience and more than three employees on CRM, you will need to pay more and opt for one of the five pricing plans.

Pros:

• Powerful email marketing tools
• Comprehensive reporting
• Seamless integration with other Zoho products
• 500+ available extensions
• Gamification modules

Cons: 

• No live chat feature
• Workflow automation restricted to Professional tier

10. Salesmate — Superb CRM Software for Customization

Salesmate is CRM software that simplifies managing sales for individuals, small businesses, and large companies. It allows you to track your team’s productivity, sync your apps, and monitor and forecast sales.

The software’s highly customizable and user-centric nature allows everyone to mold it their way.

By automating several parts of the workflow, salespeople spend less time managing data and more time taking action and reinforcing existing relationships with potential customers.

Features that are good allies in that process include contact management, pipeline monitoring, sales automation features, and activity and email tracking. 

To ensure seamless communication, Salesmate has an integrated phone system that allows you to call and text your contacts.

As an additional benefit, Salesmate integrates many apps into one CRM, such as GSuite, Shopify, Google Calendar, WordPress, and many others.

If you want to test the features and functionalities of this fantastic CRM solution, you have a 15-day free trial at your disposal.

Once that is over, you can subscribe to one of the eight (four billed monthly and four billed annually) available subscription plans.

The higher the plan, the more advanced features you get. 

Pros:

• Effective customer service
• Campaign tracking
• Easy-to-use
• Well-priced
• Sales pipeline visual tracking

Cons: 

• No lead scoring model
• No social media integrations

Best CRM Software India — Comparison Table

The following is an overview of each CRM provider’s key features. 

What Is CRM Software? 

CRM is customer relationship management software that helps sales, marketing, and customer service teams automatically collect and manage customer, lead, and partner information.

Additionally, CRM software helps teams maintain relationships with customers, manage key sales and marketing processes, and provide efficient customer service. 

Advanced CRM platforms automate customer data collection and provide insights into their buying habits and critical needs using custom filters and algorithms. What’s more, CRM tools improve revenue directly by analyzing customer behavior.

Why Should I Use CRM Software in India?

CRM software is no longer limited to large companies with a vast customer database, but every organization from a small or medium-sized enterprise can benefit from it.

A CRM system serves as a powerful tool for tracking and streamlining your business processes. CRM systems can improve customer service, enhance customer relationships, retain new customers, and facilitate more successful sales and marketing campaigns.

CRM benefits different business functions in the following ways:

Create a Centralized Database

Database management is critical to your company’s success because it keeps track of sales transactions, product inventory, and client profiles. It can help your business grow and improve its profitability.

On the other hand, CRM software simplifies managing a company’s database. A centralized database facilitates quick team collaboration and also allows organizations to manage all information in one place.

Reps can save time by locating prospect information through CRMs rather than digging through data and documents.

Automate Everyday Tasks

Most cloud CRM systems automate many tasks to relieve your employees of some of the workload. That includes sending reports, filling out forms, taking care of legal issues, and other time-consuming tasks.

The automated CRM system can handle all those details, allowing your reps to focus on closing leads and solving customer issues.

Improve Customer Retention and Revenue

CRM systems help businesses improve customer retention rates, increasing revenue for their organizations. According to Harvard Business Review, a reduction of 5% in your customer defection rate can increase profits anywhere from 25% to 85%.

The collected data will enable your team to proactively address at-risk accounts and encourage repeat sales from satisfied customers.

Enhance Internal Communication

By using CRM software, a company can build up effective internal communication. One of its major benefits is sharing customer data across departments to enable a team to work together and create the best customer experience.

Moreover, every employee will be able to answer questions from customers about what is happening with their products. The more knowledgeable the team, the better the company’s performance and the better the customer service.

Rely on a Cost-Saving Tool

CRM software can also significantly save you money by reducing your operational cost. Instead of installing multiple programs, a single CRM software can handle all activities. Plus, it is possible to integrate CRM software with numerous APIs.

A single update at any one place will automatically update all data at all other places. It will greatly reduce manual intervention and result in lower capital costs.

Increase Sale Processes

Completing a sales order involves many minute tasks, which you can automate through a CRM. Consequently, you can manage your entire sales process, from lead generation to after-sales services and your agents can optimize sales and provide customers with the best service.

Simply put, CRM tools streamline, automate, and simplify your entire sales process, incorporating an up-to-date online version of everything.

Use Proper Customer Segmentation

One of the top benefits of CRM software is segmenting customers correctly. By sorting a customer database according to specific criteria, it becomes easier to contact them. CRM handles it by sorting contacts based on the gathered information.

For instance, a representative can filter searches according to location, company size, or deal stage. Consequently, your staff will always know how to position outreach for each segment, increasing conversion rates.

What Is the Best Free CRM Software in India?

Among the best free CRM software are ones that manage leads and contacts, track sales pipelines, provide email marketing tools, provide reporting, and even have chatbots. Our top choice is Zoho CRM.

With Zoho CRM, users can customize basic automation features for free. They can use it to automate workflows to keep track of tasks and accounts. Also available are team messaging, follow-up rules, status updates, and file sharing to help sales teams be more productive. 

Along with team collaboration and basic reporting functions, Zoho CRM provides easy-to-use tools to track sales growth, monitor deals, and manage leads.

Other standout features included in the free plan are lead management, email marketing, task management, and document library management. 

Zoho CRM is a great starting point for small businesses since its free version supports three users. One downside may be the lack of support for any third-party integrations. 

What Is the Best CRM Software for Small Businesses in India?

When it comes to the best CRM software for small businesses in India, HubSpot is by far the best option.

The software is excellent for managing new leads in your customer database. It also allows you to manage your customer journey with various tools easily.

Its CRM, marketing, sales, and service hubs are free but with limited features.

This CRM app has a nice dashboard that displays your entire sales pipeline.

With HubSpot, you can create email templates, get real-time notifications, track and schedule emails, and even make calls from your mobile device.

Additionally, it integrates with many apps and services, including WordPress, email marketing, and lead generation programs. 

How to Choose CRM Software in India?

Choosing the right CRM software is not a simple task for Indian businesses. You must consider many factors when selecting the one that will suit your business’s needs. To make things even worse, there are hundreds of CRM solutions available.

So, how can you sort through the hype to find the best CRM for your business?

We will walk you through the most important criteria you need to factor in before committing. 

Identify Your Business Goals and Requirements

Setting objectives and considering your business’s pain points can facilitate the search. Before moving forward with the selection process, review your yearly company performance reports and set goals for your company.

The ideal scenario is to identify goals in the next one to two years. Once you identify your goals, think about what CRM tool is the most appropriate one to help you reach them. 

Find a User-Friendly CRM Tool

Ensure your CRM is user-friendly and fits easily into your staff’s routine. In most cases, CRM vendors offer a 30-day trial period for employees to test their product capabilities. Software that isn’t user-friendly isn’t the right choice for your business.

Ensure the Platform Integrates With Other Applications

With the right CRM, you won’t have to add more tools to your technology stack because it streamlines them into a single platform.

Access to your email, social media accounts, marketing tools, and all third-party apps from a single dashboard sounds wonderful, and the right CRM makes it possible.

Ensure the CRM you choose integrates with the tools your business relies on most before you make a purchase.

Choose a Highly Customizable CRM Platform

You should never expect a CRM app to precisely match your business processes and needs. CRM solutions should be customizable to meet your specific needs.

Vendors offer varying degrees of customization. Some provide less flexibility; some abound with customization options. CRMs will usually allow you to customize at least some entities and fields without having to know any coding.

You only need to understand the system’s data structure and basics. You can further customize and enhance your CRM through the vendor’s app store.

Consider CRM Software Accessibility 

Mobile technology enables us to always stay connected. On-premise solutions have advantages, but a web-based solution allows for global connectivity.

With data accessible anywhere, work no longer has to be confined to the office. Thus, cloud-based CRMs offer tremendous flexibility when working from home or on the go.

Check Vendor’s Reputation and Data Safety

Although popular CRM companies with large customer bases have a good track record, don’t hesitate to ask around. It can be beneficial to reach out to businesses that have used the CRM you’re interested in to see if they have any recommendations.

Additionally, you should make sure your data is secure. After all, when you give your company data to a CRM, you entrust the vendor with your most valuable resource.

Since all your valuable information is in one place, it is a goldmine for hackers. Therefore, selecting the right CRM vendor that adheres to the most stringent data safety protocols is crucial. 

How Much Does CRM Software Cost in India?

Many factors influence the cost of CRM software, including the number of users and features. Most vendors charge by subscription, and you can pay a set fee per user per month in most cases.

Therefore you can expect to pay around $12 every month for one user for small businesses.

Larger enterprises can expect to pay $50 to $150 per user per month for more advanced CRM systems, while the most expensive CRM systems may cost $300 for every user on a monthly basis. 

Sometimes, vendors charge a flat monthly fee for a set number of users, but you may need to purchase an expensive plan or pay additional fees if you need more users or features. In general, payment plans differ depending on the size and scope of your business.

Fortunately, many companies offer free trials of their software, while others offer free versions with full features. This is convenient for those who currently don’t have a budget to afford CRM. 

Conclusion: What Is the Best CRM Software in India?

Salesforce CRM checks the boxes for the best CRM software India has seen, with features such as contact and lead management, reporting, opportunity tracking, workflow creation, and analytics tools.

As well as being highly flexible and scalable, CRM software makes a good choice for expanding companies.

There is no compatibility issue between its tools and other business tools, and the software works seamlessly on mobile devices.

The simple user interface and ease of integration make this platform suitable for businesses of any size.

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